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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (43452)12/15/1998 7:33:00 PM
From: Yousef  Read Replies (3) of 1572965
 
Kash,

Re: "VERY VERY IMPORTANT ARTICLE. Bottom Line: 0.18 WITH COPPER in 2H 99 on
K7 from DRESDEN ..."

Yes Kash, this is a VERY VERY IMPORTANT ARTICLE. Let me tell you some
of the very "troubling" things in this article that should set off "warning lights"
for AMD investors. I earlier warned Maxwell (and others) about process
integration problems that AMD/Motorolo was having with its Copper process.

Message 6491020
Message 6606138

Here is the quote from this article that "worries" me the most -->

"Dresden also will introduce low-k dielectric materials as processing moves
to 0.18-micron feature size. This will increase K-7 speeds by greatly reducing
the intra-layer and inter-layer capacitance, he said. AMD hasn't settled on
the low-k material it will be use, but barium-strontium-titanate (BST) and
paraline compounds are candidates."

AMD is claiming to be less than 1 year from "mass production" and they
haven't even settled in on their Low K material ?? Let me tell you a
process development "double secret"; the material characterization, process
integration (for yield), and reliability testing will take close to two years
to reach manufacturability. I hope that analysts ask AMD "tough questions"
about this issue ... People on this thread should watch this very closely.

Make It So,
Yousef
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